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Mixed American job numbers today would have made no difference to the US Fed's decision last week. The numbers are benign. The US is on a jobs strike--managers won't make hiring or firing decision until they see greater clarity of the economy, sectors, and industries. We're not in stagflation; the economy is still growing, but inflation is a risk. We got a rate cut, but the market was surprised by the dovish tone--and the market didn't react well, which is telling. The market is supposed to like a dovish Fed. If rates go down for the wrong reason, it could create other problems, namely higher inflation.

SAAS faces the fear that AI will replace these companies' services and make them obsolete. In most, not all, cases good businesses will survive and thrive, because they will adapt. CRM will.

The low-end consumer is challenged due to high prices and inflation since Covid. Also, it's a cyclical stock. Wait for better certainty.

MSFT is a player in AI and second-best in the cloud (second to AWS). Growth is impressive.

It's been a successful year for Visa the company, but Visa the stock not so much. One reason is that investors are unsure what will happen to economy--will there be a recession and will unemployment spike? The PE has shrunk from low-30s to 26-27x. The fundamental march on, but not the share price. Visa is much larger than Mastercard, trades at a lower multiple and Visa's debit card business is more entrenched. Visa remains the leader. 

Personal investing rules are good. COST has always been too expensive. He doesn't know their PE, but likely well in the 40s. It was long above 50,

Every other person on the planet uses a Meta app or device, powerful, an advertising engine. He likes and doesn't like the leadership, which is bold, namely the metaverse which he has never understood. But they pivoted when the metaverse didn't work. It was good that the CEO pivoted and didn't stay the course.

He's owned this for over 20 years. It's asset-lite, AI-enhanced and own Open Table, Kayak, RentalCars.com, Agoda and others. Are growing rapidly, over 20%. Next year they will earn over $200/share. This year, the market was afraid of a weak consumer and travel stocks weakening, but that didn't happen. Experiential travel remains strong.

Like them for being US-centric, fast growth and not being expensive. They got out of a European business last year, which removes foreign-exchange issues. Also, health care is finally starting to rise.

Their self-driving cars have divided investors: either an opportunity or disaster. 170 million use their app and part of their business is advertising. They're getting much more profitable, transforming from a cash burner to a cash machine.

They have 15 of their products growing at double-digits last quarter. Their GLP-1 drug is in phase 3 testing, not yet on the market. Stable management. Pays an outsized dividend.